

Integrate Customerly with Synchroteam
Send information between Customerly and Synchroteam automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Customerly and Synchroteam using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Job created
Triggers when a new job is created

Customer created
Triggers when a new customer is created

Job created or updated
Triggers when a new job is created or the details of an existing job are updated
All Actions - Actions are the automated tasks

Create or update user
Creates or updates a user

Create or update lead
Creates or updates a lead

Send message
Sends a message to the specified email address

Fetch lead
Fetches the details of an existing lead by email address

Fetch user
Fetches the details of an existing user by email address

Create customer
Creates a new customer

Create or update customer
Creates a new customer or updates the details of an existing customer

Create or update site
Creates a new site or updates the details of an existing site

Create site
Creates a new site

Create or update user
Creates a new user or updates the details of an existing user

Create or update job
Creates a new job or updates the details of an existing job

Update customer
Updates the details of the customer

Update site
Updates the details of an existing site

Fetch equipment
Fetches the details of an existing equipment

Fetch job type
Fetches the details of an existing job type

Fetch user
Fetches the details of an existing user

Fetch site
Fetches the details of an existing site

Fetch customer
Fetches the details of an existing customer

Fetch job
Fetches the details of an existing job
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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